Blue Trust Inc
TEX icon

Blue Trust Inc’s Terex TEX Stock Holding History

Blue Trust Inc’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$76.2K Sell
1,449
-183
-11% -$11.7K ﹤0.01% 1094
2026
Q2 		$118K Sell
1,632
-11
-0.7% -$688 ﹤0.01% 967
2026
Q1 		$97.1K Sell
1,643
-468
-22% -$29K ﹤0.01% 1043
2025
Q4 		$113K Sell
2,111
-124
-6% -$6.26K ﹤0.01% 998
2025
Q3 		$115K Buy
2,235
+365
+20% +$18.6K ﹤0.01% 1011
2025
Q2 		$87.3K Buy
1,870
+362
+24% +$15.1K ﹤0.01% 1100
2025
Q1 		$57K Buy
1,508
+795
+112% +$34.7K ﹤0.01% 1276
2024
Q4 		$33K Sell
713
-256
-26% -$13.3K ﹤0.01% 1479
2024
Q3 		$53.1K Buy
969
+457
+89% +$25.3K ﹤0.01% 1539
2024
Q2 		$33K Buy
512
+187
+58% +$11.1K ﹤0.01% 1447
2024
Q1 		$20.9K Sell
325
-141
-30% -$8.27K ﹤0.01% 1213
2023
Q4 		$27K Buy
466
+299
+179% +$15.5K ﹤0.01% 1179
2023
Q3 		$10K Buy
167
+51
+44% +$3.04K ﹤0.01% 1419
2023
Q2 		$6K Sell
116
-1,111
-91% -$55.1K ﹤0.01% 1490
2023
Q1 		$53K Buy
1,227
+64
+6% +$3.27K ﹤0.01% 1012
2022
Q4 		$35K Buy
1,163
+440
+61% +$17.7K ﹤0.01% 1077
2022
Q3 		$20K Buy
723
+189
+35% +$6.18K ﹤0.01% 1098
2022
Q2 		$19K Buy
+534
New +$17.8K ﹤0.01% 975

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Blue Trust Inc's TEX Position: Q3 2026 in Review

Blue Trust Inc reduced its Terex (TEX) stake by 11% in Q3 2026, selling an estimated $11.7K and leaving 1,449 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Blue Trust Inc first reported a position in TEX in Q2 2022 and has held it in 18 quarters since. The position peaked at $118K in Q2 2026. 74 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Blue Trust Inc held 1,449 shares of Terex worth $76.2K as of Q3 2026.
  • Blue Trust Inc sold 183 Terex shares in Q3 2026, an estimated $11.7K.
  • Terex made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1094 holding.
  • Blue Trust Inc first reported a position in Terex in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Terex position peaked at $118K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.